Analytics
Innodata vs Palantir: 85.9% vs -22.9% YTD Splits the AI Data Trade
Innodata is up 85.9% YTD while Palantir is down 22.9%. The 108-point gap between two AI data names tells you what the market is actually paying for in 2026.
FalconDive's EXO Targets the $158K Data Stack iGaming Operators Run
FalconDive's EXO platform claims operators can replace a $158K/year data stack and skip 12-to-18-month warehouse rebuilds. The numbers, and the unknowns, examined.
Informatica's Databricks and Snowflake Bet on Agentic AI Governance
Informatica is deepening ties with Databricks and Snowflake to position governed data infrastructure as the foundation for agentic AI. Here's what platform leads should weigh.
Perplexity Computer Plugs Into Snowflake and Databricks
Perplexity's Computer now queries live Snowflake and Databricks data through a governed semantic layer. Here's what platform leads should actually worry about.
Yext Opens Scout MCP to Partners as Stock Hits 52-Week Low
Yext throws open its Scout visibility intelligence platform via MCP and API as shares trade near 52-week lows. The engineering bet is bigger than the stock chart suggests.
AWS Redshift RG: Graviton Climbs Into the Analytics Stack
AWS just pushed Graviton up the stack into Redshift with new RG instances, 2.2x faster, 30% cheaper per vCPU. The procurement math just changed.
Veeam v13.1 Bets On Post-Quantum And AI Agents For Backup
Veeam previewed Data Platform v13.1 and a DataAI Resilience Module at VeeamON NYC. 70+ features, post-quantum crypto, AI agents. Here's what data teams should actually care about.